Duyuru • Jul 07
IBOKIN Co.,Ltd. to Report Q2, 2026 Results on Aug 10, 2026 IBOKIN Co.,Ltd. announced that they will report Q2, 2026 results on Aug 10, 2026 Reported Earnings • May 20
First quarter 2026 earnings released: EPS: JP¥54.76 (vs JP¥78.76 in 1Q 2025) First quarter 2026 results: EPS: JP¥54.76 (down from JP¥78.76 in 1Q 2025). Revenue: JP¥2.54b (up 2.8% from 1Q 2025). Net income: JP¥180.0m (down 31% from 1Q 2025). Profit margin: 7.1% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to JP¥2,132, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 77% over the past three years. Reported Earnings • Mar 27
Full year 2025 earnings released: EPS: JP¥182 (vs JP¥157 in FY 2024) Full year 2025 results: EPS: JP¥182 (up from JP¥157 in FY 2024). Revenue: JP¥10.0b (up 3.6% from FY 2024). Net income: JP¥598.0m (up 15% from FY 2024). Profit margin: 6.0% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. New Risk • Feb 18
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥4.87b market cap, or US$31.7m). Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥182 (vs JP¥157 in FY 2024) Full year 2025 results: EPS: JP¥182 (up from JP¥157 in FY 2024). Revenue: JP¥10.0b (up 3.6% from FY 2024). Net income: JP¥598.0m (up 15% from FY 2024). Profit margin: 6.0% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 13
IBOKIN Co.,Ltd., Annual General Meeting, Mar 25, 2026 IBOKIN Co.,Ltd., Annual General Meeting, Mar 25, 2026. New Risk • Feb 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥4.70b market cap, or US$30.7m). Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,670, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 37% over the past three years. Duyuru • Dec 23
IBOKIN Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026 IBOKIN Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥32.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%). Duyuru • Sep 09
IBOKIN Co.,Ltd. to Report Q3, 2025 Results on Nov 14, 2025 IBOKIN Co.,Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025 Reported Earnings • Aug 10
Second quarter 2025 earnings released: JP¥24.34 loss per share (vs JP¥49.85 profit in 2Q 2024) Second quarter 2025 results: JP¥24.34 loss per share (down from JP¥49.85 profit in 2Q 2024). Revenue: JP¥2.16b (down 15% from 2Q 2024). Net loss: JP¥80.0m (down 149% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Duyuru • May 21
IBOKIN Co.,Ltd. to Report Q2, 2025 Results on Aug 08, 2025 IBOKIN Co.,Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025 Reported Earnings • May 21
First quarter 2025 earnings released: EPS: JP¥78.76 (vs JP¥38.07 in 1Q 2024) First quarter 2025 results: EPS: JP¥78.76 (up from JP¥38.07 in 1Q 2024). Revenue: JP¥2.47b (up 1.0% from 1Q 2024). Net income: JP¥259.0m (up 106% from 1Q 2024). Profit margin: 11% (up from 5.2% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥1,103, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 41% over the past three years. Duyuru • Mar 19
IBOKIN Co.,Ltd. to Report Q1, 2025 Results on May 15, 2025 IBOKIN Co.,Ltd. announced that they will report Q1, 2025 results on May 15, 2025 Reported Earnings • Feb 16
Full year 2024 earnings released: EPS: JP¥157 (vs JP¥119 in FY 2023) Full year 2024 results: EPS: JP¥157 (up from JP¥119 in FY 2023). Revenue: JP¥9.66b (up 12% from FY 2023). Net income: JP¥520.0m (up 31% from FY 2023). Profit margin: 5.4% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Duyuru • Feb 14
IBOKIN Co.,Ltd., Annual General Meeting, Mar 28, 2025 IBOKIN Co.,Ltd., Annual General Meeting, Mar 28, 2025. Duyuru • Jan 03
IBOKIN Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025 IBOKIN Co.,Ltd. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025 Upcoming Dividend • Dec 20
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 29 March 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.1%). Duyuru • Aug 24
IBOKIN Co.,Ltd. to Report Q3, 2024 Results on Nov 14, 2024 IBOKIN Co.,Ltd. announced that they will report Q3, 2024 results on Nov 14, 2024 Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥918, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 55% over the past three years. Board Change • Jul 05
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Noritomo Hashimoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • May 25
IBOKIN Co.,Ltd. to Report Q2, 2024 Results on Aug 09, 2024 IBOKIN Co.,Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024 Reported Earnings • May 20
First quarter 2024 earnings released: EPS: JP¥38.07 (vs JP¥23.66 in 1Q 2023) First quarter 2024 results: EPS: JP¥38.07 (up from JP¥23.66 in 1Q 2023). Revenue: JP¥2.44b (up 39% from 1Q 2023). Net income: JP¥126.0m (up 60% from 1Q 2023). Profit margin: 5.2% (up from 4.5% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Duyuru • Mar 17
IBOKIN Co.,Ltd. to Report Fiscal Year 2023 Results on May 15, 2024 IBOKIN Co.,Ltd. announced that they will report fiscal year 2023 results on May 15, 2024 Reported Earnings • Feb 17
Full year 2023 earnings released: EPS: JP¥119 (vs JP¥103 in FY 2022) Full year 2023 results: EPS: JP¥119 (up from JP¥103 in FY 2022). Revenue: JP¥8.66b (up 8.8% from FY 2022). Net income: JP¥396.0m (up 14% from FY 2022). Profit margin: 4.6% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Duyuru • Feb 16
IBOKIN Co.,Ltd., Annual General Meeting, Mar 28, 2024 IBOKIN Co.,Ltd., Annual General Meeting, Mar 28, 2024. Buy Or Sell Opportunity • Feb 15
Now 23% undervalued Over the last 90 days, the stock has risen 1.3% to JP¥1,153. The fair value is estimated to be JP¥1,489, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years, while earnings per share has been flat. Upcoming Dividend • Dec 21
Upcoming dividend of JP¥27.50 per share at 2.0% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.9%). Duyuru • Dec 17
IBOKIN Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024 IBOKIN Co.,Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024 Duyuru • Aug 27
IBOKIN Co.,Ltd. to Report Q3, 2023 Results on Nov 14, 2023 IBOKIN Co.,Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023 Reported Earnings • Aug 12
Second quarter 2023 earnings released: EPS: JP¥22.04 (vs JP¥14.51 in 2Q 2022) Second quarter 2023 results: EPS: JP¥22.04 (up from JP¥14.51 in 2Q 2022). Revenue: JP¥2.02b (up 1.9% from 2Q 2022). Net income: JP¥73.0m (up 49% from 2Q 2022). Profit margin: 3.6% (up from 2.5% in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year. Duyuru • May 31
IBOKIN Co.,Ltd. to Report Q2, 2023 Results on Aug 10, 2023 IBOKIN Co.,Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023 Reported Earnings • May 17
First quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥35.42 in 1Q 2022) First quarter 2023 results: EPS: JP¥23.66 (down from JP¥35.42 in 1Q 2022). Revenue: JP¥1.76b (down 22% from 1Q 2022). Net income: JP¥79.0m (down 34% from 1Q 2022). Profit margin: 4.5% (down from 5.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 01
Full year 2022 earnings released: EPS: JP¥103 (vs JP¥300 in FY 2021) Full year 2022 results: EPS: JP¥103 (down from JP¥300 in FY 2021). Revenue: JP¥7.96b (down 5.6% from FY 2021). Net income: JP¥346.0m (down 32% from FY 2021). Profit margin: 4.3% (down from 6.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 16
Full year 2022 earnings released: EPS: JP¥103 (vs JP¥300 in FY 2021) Full year 2022 results: EPS: JP¥103 (down from JP¥300 in FY 2021). Revenue: JP¥7.96b (down 5.6% from FY 2021). Net income: JP¥346.0m (down 32% from FY 2021). Profit margin: 4.3% (down from 6.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Duyuru • Dec 29
IBOKIN Co.,Ltd. (TSE:5699) announces an Equity Buyback for 40,000 shares, representing 1.19% for ¥50 million. IBOKIN Co.,Ltd. (JASDAQ:5699) announces a share repurchase program. Under the program, the company will repurchase up to 40,000 shares, representing 1.19% of its issued share capital (excluding treasury stock), for ¥50 million. The purpose of the program is agile capital policy implementation and shareholder return measures in response to changes in the business environment. The program will run until April 30, 2023. As of September 30, 2022, the company had 3,347,908 shares in issue (excluding treasury stock) and 79,292 shares in treasury. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥22.50 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 10% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%). Duyuru • Dec 18
IBOKIN Co.,Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023 IBOKIN Co.,Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023 Reported Earnings • Nov 18
Third quarter 2022 earnings released: EPS: JP¥15.78 (vs JP¥9.73 in 3Q 2021) Third quarter 2022 results: EPS: JP¥15.78 (up from JP¥9.73 in 3Q 2021). Revenue: JP¥1.86b (up 1.0% from 3Q 2021). Net income: JP¥53.0m (up 61% from 3Q 2021). Profit margin: 2.9% (up from 1.8% in 3Q 2021). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Sep 29
IBOKIN Co.,Ltd. to Report Q3, 2022 Results on Nov 15, 2022 IBOKIN Co.,Ltd. announced that they will report Q3, 2022 results on Nov 15, 2022 Valuation Update With 7 Day Price Move • Aug 30
Investor sentiment improved over the past week After last week's 26% share price gain to JP¥1,749, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 36% over the past three years. Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: JP¥14.51 (vs JP¥50.14 in 2Q 2021) Second quarter 2022 results: EPS: JP¥14.51 (down from JP¥50.14 in 2Q 2021). Revenue: JP¥1.99b (down 11% from 2Q 2021). Net income: JP¥49.0m (down 71% from 2Q 2021). Profit margin: 2.5% (down from 7.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 6.5% compared to a 5.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Duyuru • Jun 19
IBOKIN Co.,Ltd. to Report Q2, 2022 Results on Aug 10, 2022 IBOKIN Co.,Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022 Reported Earnings • May 18
First quarter 2022 earnings released: EPS: JP¥35.42 (vs JP¥64.00 in 1Q 2021) First quarter 2022 results: EPS: JP¥35.42 (down from JP¥64.00 in 1Q 2021). Revenue: JP¥2.27b (up 13% from 1Q 2021). Net income: JP¥120.0m (down 45% from 1Q 2021). Profit margin: 5.3% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Duyuru • Apr 08
IBOKIN Co.,Ltd. to Report Q1, 2022 Results on May 13, 2022 IBOKIN Co.,Ltd. announced that they will report Q1, 2022 results on May 13, 2022 Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥1,542, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 52% over the past three years. Reported Earnings • Feb 18
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥300 (up from JP¥84.33 in FY 2020). Revenue: JP¥8.43b (up 55% from FY 2020). Net income: JP¥509.0m (up 78% from FY 2020). Profit margin: 6.0% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 16
IBOKIN Co.,Ltd., Annual General Meeting, Mar 29, 2022 IBOKIN Co.,Ltd., Annual General Meeting, Mar 29, 2022. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥1,415, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 70% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.1%). Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS JP¥19.47 (vs JP¥24.18 in 3Q 2020) The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥1.84b (up 38% from 3Q 2020). Net income: JP¥33.0m (down 20% from 3Q 2020). Profit margin: 1.8% (down from 3.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥6,390, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 154% over the past three years. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥5,550, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 20x in the Commercial Services industry in Japan. Total returns to shareholders of 134% over the past three years. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥4,700, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Commercial Services industry in Japan. Total returns to shareholders of 146% over the past three years. Reported Earnings • Aug 15
Second quarter 2021 earnings released: EPS JP¥100 (vs JP¥73.14 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: JP¥2.23b (up 76% from 2Q 2020). Net income: JP¥170.0m (up 37% from 2Q 2020). Profit margin: 7.6% (down from 9.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jul 27
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥4,765, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Commercial Services industry in Japan. Total returns to shareholders of 206% over the past year. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥3,010, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Commercial Services industry in Japan. Total returns to shareholders of 60% over the past year. Reported Earnings • May 18
First quarter 2021 earnings released: EPS JP¥128 (vs JP¥27.70 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥2.01b (up 59% from 1Q 2020). Net income: JP¥217.0m (up 362% from 1Q 2020). Profit margin: 11% (up from 3.7% in 1Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Apr 03
Full year 2020 earnings released: EPS JP¥169 (vs JP¥164 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥5.45b (down 13% from FY 2019). Net income: JP¥286.0m (up 1.8% from FY 2019). Profit margin: 5.2% (up from 4.5% in FY 2019). The increase in margin was driven by lower expenses. Duyuru • Mar 18
IBOKIN Co.,Ltd. to Report Q1, 2021 Results on May 14, 2021 IBOKIN Co.,Ltd. announced that they will report Q1, 2021 results on May 14, 2021 Reported Earnings • Feb 14
Full year 2020 earnings released: EPS JP¥169 (vs JP¥164 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥5.45b (down 13% from FY 2019). Net income: JP¥286.0m (up 1.8% from FY 2019). Profit margin: 5.2% (up from 4.5% in FY 2019). The increase in margin was driven by lower expenses. Analyst Estimate Surprise Post Earnings • Feb 14
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 11%, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥2,777, the stock is trading at a trailing P/E ratio of 15x, up from the previous P/E ratio of 12.8x. This compares to an average P/E of 15x in the Commercial Services industry in Japan. Total returns to shareholders over the past year were flat. Upcoming Dividend • Dec 22
Upcoming Dividend of JP¥30.00 Per Share Will be paid on the 27th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.5% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%). Valuation Update With 7 Day Price Move • Dec 14
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥2,363, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 10.7x. This compares to an average P/E of 16x in the Commercial Services industry in Japan. Total return to shareholders over the past year is a loss of 14%. Duyuru • Dec 05
IBOKIN Co.,Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021 IBOKIN Co.,Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021 Is New 90 Day High Low • Dec 01
New 90-day high: JP¥1,945 The company is up 13% from its price of JP¥1,725 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 2.0% over the same period. Reported Earnings • Nov 16
Third quarter 2020 earnings released: EPS JP¥24.18 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥1.33b (up 2.4% from 3Q 2019). Net income: JP¥41.0m (up 413% from 3Q 2019). Profit margin: 3.1% (up from 0.6% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Is New 90 Day High Low • Oct 07
New 90-day high: JP¥1,874 The company is up 13% from its price of JP¥1,655 on 09 July 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 1.0% over the same period. Duyuru • Sep 26
IBOKIN Co.,Ltd. to Report Q3, 2020 Results on Nov 13, 2020 IBOKIN Co.,Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020 Duyuru • Sep 17
IBOKIN Co.,Ltd. (JASDAQ:5699), Tokyo Tekko Co., Ltd. (TSE:5445) and Besterra Co., Ltd. (TSE:1433) agreed to acquire unknown minority stake in Rever Holdings Corporation from INCJ, Ltd. IBOKIN Co.,Ltd. (JASDAQ:5699), Tokyo Tekko Co., Ltd. (TSE:5445) and Besterra Co., Ltd. (TSE:1433) agreed to acquire unknown minority stake in Rever Holdings Corporation from INCJ, Ltd. on September 3, 2019. In a related deal, INCJ, Ltd. will sell 4.48 million shares of Rever Holdings to Rever Holdings. INCJ, Ltd. will exit Rever Holdings through the transactions. IBOKIN Co.,Ltd., Tokyo Tekko Co., Ltd. and Besterra Co., Ltd. will acquire 0.21 million shares, 0.51 million shares and 2.5 million shares of Rever Holdings Corporation respectively.